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Morgan Stanley
MS

Overview Fund Activity

781 hedge funds and large institutions have $50.7B invested in Morgan Stanley in 2016 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 241 increasing their positions, 306 reducing their positions, and 45 closing their positions.

Holders
781
Holders Change
+38
Holders Change %
+5.11%
% of All Funds
20.87%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.43%
New
90
Increased
241
Reduced
306
Closed
45
Calls
$1.09B
Puts
$1.65B
Net Calls
-$555M
Net Calls Change
+$108M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$429M
2
NI
2
Numeric Investors
Massachusetts
$136M
3
VH
3
ValueAct Holdings
California
$1.34B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$883M
5
APG Asset Management
5
APG Asset Management
Netherlands
$94.8M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$130M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$4.65B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.65B
4
CGI
4
CI Global Investments
California
$33.8M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$21.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Mitsubishi UFJ Financial Group
1
Mitsubishi UFJ Financial Group
Japan
$13.9B 432,017,152 – –
State Street
2
State Street
Massachusetts
$5.01B 156,234,767 -10,767 -0%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$4.65B 145,074,752 -6,827,079 -4%
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.8B 87,299,255 +636,274 +0.7%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.65B 51,607,285 -6,097,655 -11%
VH
6
ValueAct Holdings
California
$1.34B 41,900,000 +3,900,000 +10%
BIT
7
BlackRock Institutional Trust
California
$1.25B 39,062,797 +1,243,842 +3%
Invesco
8
Invesco
Georgia
$936M 29,207,262 -42,690 -0.1%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$883M 27,542,798 +2,281,543 +9%
Ameriprise
10
Ameriprise
Minnesota
$712M 22,219,949 +1,254,736 +6%
Franklin Resources
11
Franklin Resources
California
$658M 20,512,922 -1,685,428 -8%
BFA
12
BlackRock Fund Advisors
California
$589M 18,385,069 +570,992 +3%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$539M 16,812,144 -275,170 -2%
Northern Trust
14
Northern Trust
Illinois
$524M 16,352,609 -393,298 -2%
Eagle Capital Management (New York)
15
Eagle Capital Management (New York)
New York
$482M 15,049,375 -741,988 -5%
Bank of America
16
Bank of America
North Carolina
$429M 13,370,857 +5,432,338 +68%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$421M 13,159,089 +177,126 +1%
BA
18
BlackRock Advisors
Delaware
$415M 12,929,946 -352,469 -3%
BG
19
BlackRock Group
United Kingdom
$392M 12,211,689 +663,741 +6%
Diamond Hill Capital Management
20
Diamond Hill Capital Management
Ohio
$370M 11,549,111 -600,593 -5%
Pzena Investment Management
21
Pzena Investment Management
New York
$364M 11,342,485 -1,550,172 -12%
Manulife (Manufacturers Life Insurance)
22
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$312M 9,729,728 -307,005 -3%
Goldman Sachs
23
Goldman Sachs
New York
$310M 9,669,234 +237,648 +3%
JHIU
24
Janus Henderson Investors US
Colorado
$302M 9,414,732 +1,281,272 +16%
BIM
25
BlackRock Investment Management
Delaware
$285M 8,898,660 -222,730 -2%
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